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Resilience and Resurgence of Active Management

Funds, Flows, and the Future

Hedge fund industry health indicators include strong performance, asset inflows, and new launches – which have all been observed in 2020. A volatile year signaled the end to an otherwise quiet decade, and Jefferies Capital Intelligence Team is asking the question: is active management roaring back to life?

December 2, 2020

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Don’t Call it a Comeback

The Evolution and Enduring Relevance of Funds of Funds

Don't Call It a Comeback explores the enduring important of alternatives funds of funds. A new Jefferies study shows that negative headlines get it wrong—funds of funds play a critical role in supporting early stage managers, allocating nearly 80% of early stage capital along with family offices. This paper outlines the critical role FoFs play in the alternatives ecosystem by providing relatively sticky capital to early stage launches.

January 9, 2020

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Construction Zone

Asset Allocation for the Next Decade

This publication explores why a diverse and sophisticated group of allocators are collectively aiming their scalpels at their portfolios and rethinking the most foundational part of their jobs: portfolio construction and strategic asset allocation.

April 24, 2019

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Tech-tonic Shifts

A Deep Dive on ‘Technology’ Sector Funds

The very definition of “technology” is shifting, with profound implications for investors and hedge fund managers alike. In this sector deep dive, we survey over 50 leading allocators about their views, motivations and outlook for Tech specialist funds - understanding what “technology” means for these allocators and laying out what may lie ahead.

November 26, 2018

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Next-Generation First Responders

The Evolution of Investor Relations and Marketing

The roles of Investor Relations and Marketing professionals have drastically evolved from sole focus on investment fundraising, communication and reporting – they are now first responders, leading the frontlines of managing fundraising, investor onboarding, maintenance and developing thought leadership.

September 26, 2018

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Leor Shapiro

Global Head of Capital Intelligence

Ariel Deljanin

Business Consulting